Kourtney Stuthard

1. Community
2. Troubleshooting & Tips: CRM
3. Help!!

Hey Courtney, I think I might be able to help you here. First, open the standard Leads dashboard (this one is pre-created by Insightly).   There's a card called "Leads by Month". Hover over the ca...

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• Edited October 11, 2019 18:27
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Problem with Drag Drop in Contact layout

Hi Thomas, If a field appears darker grey in the list and is not able to be added to your layout, that means the field has already been added to the page layout. Please see How to edit or create a ...

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• Created February 26, 2019 00:35
• 0 votes

1. Community
2. Ideas & Suggestions
3. Custom Field Type - Formula Field

Hi michael.v.griffis, Custom calculated fields are available for our customers on Enterprise plans. If you are on that plan, you should be able to follow the steps in this article to create a field...

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• Created February 25, 2019 21:00
• 0 votes

1. Community
2. Ideas & Suggestions
3. Custom Field Type - Formula Field

Hi everyone, I'm here to announce Custom Calculated Fields. Custom calculated fields allow you to create mathematical formulas using C# (C sharp). The formulas you can create and their resulting va...

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• Created February 21, 2019 19:43
• 0 votes

1. Community
2. Ideas & Suggestions
3. Calculated Field

Hi everyone, I'm here to announce Custom Calculated Fields. Custom calculated fields allow you to create mathematical formulas using C# (C sharp). The formulas you can create and their resulting va...

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• Created February 21, 2019 19:42
• 0 votes

1. Community
2. Ideas & Suggestions
3. Automatically Log Phone Calls Placed by App

Hi everyone! We have added call logging to our mobile app! Just make a call and Insightly will create a new record that contains important details about the call. We want to thank you all for your ...

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• Created February 21, 2019 19:23
• 0 votes

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2. Ideas & Suggestions
3. I need product tracking

Hi everyone! I'm happy to announce we have implemented Products, Price Books, and Quotes! Products and Price Books are great for businesses that offer multiple items or services and sell them at va...

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• Created February 21, 2019 18:50
• 0 votes

1. Community
2. Ideas & Suggestions
3. Product and Services Catalog

Hi everyone! I'm happy to announce we have implemented Products, Price Books, and Quotes! Products and Price Books are great for businesses that offer multiple items or services and sell them at va...

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• Created February 21, 2019 18:46
• 0 votes

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2. Discussions and Best Practices
3. Formatting Date and Numeric Fields Failure Continues...

Hi Jim, You can change your date and time format in User Settings > User Details. I hope this helps!

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• Created February 19, 2019 18:00
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Editing Custom Fields to be Required

Hi Henry, If you want to make that field required, you will need to use page layouts. With page layouts, you can change which fields are required, read-only, or hidden.  So instead of editing the f...

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• Created February 08, 2019 17:41
• 1 vote